Presented by
Presented by

Doing Business In The USA

  • Tuesday, September 27, 2022
  • 9:00am to 3:00pm - light breakfast, lunch & Q&A included
  • Coast Capri Hotel Kelowna - view on map
  • Free

​B​r​ought to you by Export Navigator, in partnership with the American Chamber of Commerce in Canada Pacific Chapter and the US Commercial Service's SelectUSA, Doing Business in the USA (DBUSA) is a seminar dedicated to helping Canadian business owners enter the American market. One of Kelowna’s greatest trade assets is its proximity to the US border. However, crossing borders with commercial goods face ever-changing complexities and regulations. Gain access to a panel of carefully selected local Immigration and Cross-Border Lawyers, Tax Specialists, Customs Brokers, and Logistics Professionals. Don’t miss out on this interactive seminar if you want to ensure a foolproof US market access strategy.

Speakers and agenda below.

featuring

Learn from our panel from Cascadia Cross-Border Law, Law Offices of Gene Moses, MNP, PCB Customs Brokers, and PCB Freight Management. Whether opening a storefront with a US address or partnering with a distribution center for your eCommerce activity, our seasoned panel will help you determine your export strategy and understand your responsibilities with local and federal government agencies.

Small to medium-sized business owners who attend this event will learn:

  • Optimal Structure For US Presence
  • Cost-Effective Logistics And Distribution Channels
  • Responsibility For Federal And State Tax
  • What Is Considered "Working" In The US
  • US Consumer Purchasing Behavior
  • Canadian Export Requirements And US Import Compliance
  • Investment Opportunities

Agenda

9:00am to 9:40am
Networking breakfast‍

9:40am to 9:45am
Introduction
Chelsea Sang, Regional Manager, Export Navigator

‍9:45am to 10:05am‍
About Export Navigator
Shannan Schimmelmann, Export Advisor for Indigenous-Owned Businesses, Export Navigator
Amber Piché, Export Advisor for Thompson-Okanagan, Export Navigator

10:05am to 10:10am
About the American Chamber of Commerce - Pacific Chapter
Maria Rajanayagam, Chair, AmCham - Pacific Chapter

10:10am to 10:20am
SelectUSA Resources to Access the US Market
Bojan Opsenica, Investment Specialist, US Department of Commerce

10:20am to 10:50am
How to Access Immigration in the US
​Halley Fisher, ​Attorney at Law, Cascadia Cross-Border Law

10:50am to 11:00am
Break

11:00am to 11:30am
How to Form Legal Entities: Structure, Formation and Compliance
Gene Moses, Founder and Principal, The Law Offices of Gene Moses P.S.

11:30am to 12:00pm
How to Expand to the US the Smart Way
Sid Rao, Partner, US Tax Services, MNP

12:00pm to 1:00pm
Lunch

1:00pm to 1:30pm
How to Import Your Goods into the US
Breanna Leininger, US Operations Manager, PCB Customs Brokers

1:30pm to 2:00pm
‍How to Optimize Logistics Efforts
Alexandra Haukaas, Operations Manager, PCB Freight Management

2:00pm to 3:00pm
‍Q&A

Chelsea Sang

Regional Manager (Moderator)

Export Navigator

Chelsea is a highly relational leader experienced in business operations and global trade. Having several years of experience working at a national law firm, she developed fundamental expertise in marketing and business development. Her entrepreneurial spirit led her to join her third-generation family business, an established Canadian seafood retailer, wholesaler and exporter. Leading their business development and operations, she successfully grew their business in both international and local markets. Passionate about helping others through mentorship and empowerment, she takes pride in working with a variety of stakeholders to promote and support Canadian goods and services on the world stage.

Shannan Schimmelmann

Export Advisor for Indigenous-Owned Businesses

Export Navigator

With extensive experience in business and leadership, Shannan has helped many entrepreneurs with strategic planning, marketing, supply chain management and export strategy. Over the years, her impressive portfolio of work includes supporting Indigenous communities and economic development corporations with economic planning, international trade missions, fund development and grant writing, project management for on-reserve economic development, working with Indigenous contractors on capacity building and facilitating joint ventures and partnerships.

Amber Piché

Export Advisor for Thompson-Okanagan

Export Navigator

An entrepreneur at heart, Amber has had the privilege of working with a range of organizations, from non-profits to multinational corporations. Born and raised in the Thompson-Okanagan, Amber started out in the food & beverage industry, specifically wine, tea, and hospitality. Following this valuable experience, Amber worked in international business development in ICT & tech, created a successful start-up in the events industry, and grew a network of contacts across the globe.

Bojan Opsenica

Investment Specialist

US Department of Commerce

Bojan Opsenica covers the foreign investment portfolio at the US Consulate in Toronto. He specializes in assisting Canadian companies expanding to the US by providing resources to potential investors. Services offered by SelectUSA include market research, connections to state and local governments, and help navigating the US regulatory system. Bojan also works with State governments to help facilitate investment in their region by organizing investment missions, counselling state representatives, and developing market-specific strategies.

Halley Fisher

Attorney at Law

Cascadia Cross-Border Law

Halley Fisher joined Cascadia Cross-Border law full-time after receiving her Juris Doctor degree from Northeastern University School of Law in May 2019, graduating with honors. Halley is a member of the Washington State Bar Association and her practice focuses on citizenship and immigration matters. During law school, Halley completed a year-long project creating an asylum manual for pro-bono attorneys practicing in the Sixth circuit.

Gene Moses

Founder and Principal

The Law Offices of Gene Moses P.S.

Gene R. Moses is the founder and principal of the Law Office of Gene R. Moses P.S. located in Bellingham, Washington. Mr. Moses specializes in the formation and compliance of cross border business entities. The Law Office of Gene R. Moses P.S. has represented business entities throughout the world for 47+ years.

Sidhartha Rao

Partner, US Tax Services

MNP

As a partner with MNP’s International Tax Services group, Sid specializes in helping high-net-worth individuals and Canadian businesses with US activities navigate the complexities of cross-border tax so they can concentrate on the things that make them successful. He draws on his legal background and exposure to accounting to deliver cross-border tax solutions tailored to clients’ unique situations.

Breanna Leininger

US Operations Manager

PCB Customs Brokers

With over two decades in the industry, Breanna has been at the forefront of customs clearances and compliance concerns for a full spectrum of commodities at all ports of entry and all modes of transportation. She has a Bachelors Degree in Communications, Bachelors Degree in Political Science & Government, is a Licensed Customs Broker as well as Certified Customs Specialist.

Alexandra Haukaas

Operations Manager

PCB Freight Management

Alex Haukaas is a logistics professional who has been in the freight forwarding, NVOCC, and brokerage industries for over 17 years. Alex has worked in all transportation modes, with a strong background in project management and business development. She holds the both CIFFA and FITT designations and is the recipient of the 2022 Corporate/Leadership Award for the Surrey Board of Trade's Surrey Women in Business Awards.

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